Lead Wealth Advisor & Client Growth Strategist

Cerity Partners; Lansdowne (Delaware County); On-site; USD 120,000 - 175,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

4% 401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners seeks a Principal Wealth Advisor to manage key client relationships, develop personalized wealth strategies, and onboard new clients through multiple programs. You will lead client meetings, collaborate with tax, legal, and investment teams, and mentor colleagues to deliver superior outcomes.

The role focuses on growing assets under management while ensuring exceptional client experiences in a fast-paced environment.

Qualifications

• Bachelor's degree required.
• Series 65 license required.
• CFP or CFA designation (or CPA/JD/CHFC/others) preferred.
• 7-10+ years of industry experience required.

Responsibilities

• Serve as a key relationship manager for clients and achieve high retention.
• Develop customized wealth planning strategies based on goals and risk tolerance.
• Onboard new client relationships through various programs.
• Lead and participate in prospect presentations and onboarding of new clients.
• Lead client meetings through all phases of wealth planning process.
• Coordinate with tax, legal and investment teams for holistic plans.
• Mentor colleagues on wealth planning and client management.
• Identify cross-department solutions and communicate offerings.

Skills

Series 65

CFP/CFA designation

7-10+ years experience

Education

Bachelor's degree

Tools

Salesforce

PowerPoint

Excel

Outlook

Word

e-Money

Job description

Cerity Partners seeks a Principal Wealth Advisor to manage key client relationships, develop personalized wealth strategies, and onboard new clients through multiple programs. You will lead client meetings, collaborate with tax, legal, and investment teams, and mentor colleagues to deliver superior outcomes.

The role focuses on growing assets under management while ensuring exceptional client experiences in a fast-paced environment.